| M FINANCIAL WEALTH MANAGEMENT M Financial Holdings Incorporated
78527836 06 Dec 2004 | on 03 May 2017
| providing on-line newsletters in the field of financial investments,co... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products providing on-line newsletters in the field of financial investments Class 016 Class 016 Paper Goods and Printed Material The mark consists of a stylized letter "M" beneath two lines which escalate in size, which is above a line extending from the left side of the stylized "M" to the right which covers the wording "M FINANCIAL WEALTH MANAGEMENT." Class 036 Insurance & Financial Services Color is not claimed as a feature of the mark.
Class 041 Education and Entertainment Services computer software for analyzing financial and investment information and for managing financial and investment information and portfolios | | | WEALTH MANAGEMENT INSTITUTE WEALTH MANAGEMENT INSTITUTE LIMITED
79010376 13 Sep 2004 | on 03 Aug 2016
| Arrangement of training courses in teaching institutes; arranging and ... Class 041 Class 041 Education and Entertainment Services Arrangement of training courses in teaching institutes; arranging and conducting of educational colloquiums, conferences, seminars, symposiums and workshops in the field of financial services; educational services, namely, conducting programs in financial services; information on education; [ organisation of exhibitions for cultural and educational purposes; ] providing on-line non-downloadable electronic publications in the field of financial services; publication of books, newsletters, journals, magazines, educational materials and non-publicity texts; publishing of electronic publications, namely, electronic books and on-line journals in the field of financial services; club services, namely, educational institution alumni clubs; teaching in the field of financial services; providing live educational audio visual display presentations in the field of financial services; [ library services; ] electronic library services, namely, providing electronic library services which feature newspapers, magazines, photographs and pictures via an on-line computer network; provision of educational information; consultancy services and advisory services relating to all the aforesaid services | | | WMI WEALTH MANAGEMENT INSTITUTE WEALTH MANAGEMENT INSTITUTE LIMITED
79324021 08 Sep 2021 | on 29 Aug 2023
| Academies namely providing academic educational programs in the field ... Class 041 Class 041 Education and Entertainment Services "WEALTH MANAGEMENT INSTITUTE" | | | FIRST FINANCIAL WEALTH MANAGEMENT First Financial Bankshares, Inc.
86148960 19 Dec 2013 | on 29 Aug 2017
| Financial services, namely, financial and investment services in the n... Class 036 Class 036 Insurance & Financial Services Financial services, namely, financial and investment services in the nature of investment advice, investment management, investment consultation and investment of funds for others; trust company services, namely, investment and trust company services | | | MANAGED WEALTH FINANCIAL Peterson, Bryce
85308280 29 Apr 2011 | on 02 Apr 2023
| Marketing of insurance, securities and financial investments for other... Class 035 Class 035 Advertising, Business & Retail Services Financial consulting services in the fields of insurances, investment management, retirement planning, estate planning, securities and financial investments Class 036 Class 036 Insurance & Financial Services Education services, namely, providing courses of instruction in the fields of insurance, securities and financial investments Class 041 Education and Entertainment Services Marketing of insurance, securities and financial investments for others | | | DESERT FINANCIAL WEALTH MANAGEMENT DESERT FINANCIAL CREDIT UNION
87872832 11 Apr 2018 | on 21 Apr 2020
| Estate planning services; financial services, namely, investment manag... Class 036 Class 036 Insurance & Financial Services Estate planning services; financial services, namely, investment management; financial consultation services, namely, consulting by a registered investment advisor; Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; fund investment services; capital investment services; financial planning, namely, personal financial review and consultation; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; insurance review services, namely, providing financial advisory services in the area of insurance coverage; financial planning for retirement; Insurance carrier services; insurance sales, agent, and brokerage services, namely, life insurance and long-term care insurance; insurance claims administration and processing | | | IOFM INSTITUTE OF FINANCE & MANAGEMENT Diversified Communications
98010671 24 May 2023 | on 18 Jun 2024
| Arranging and conducting trade shows and exhibitions for business purp... Class 035 Class 035 Advertising, Business & Retail Services Arranging and conducting trade shows and exhibitions for business purposes in the field of accounting and finance for members of the accounting and finance industry Class 041 Class 041 Education and Entertainment Services "INSTITUTE OF FINANCE & MANAGEMENT" | | | F WEALTH MANAGEMENT FINANCIAL SERVICES Performance Bankers, Inc.
86441723 31 Oct 2014 | on 03 Nov 2021
| Financial services, namely, wealth management services Class 036 Class 036 Insurance & Financial Services The mark consists of a stylized letter "F" made up of three diagonal bars over a shaded circle, with "Wealth Management Financial Services" to the right. | | | TIMBERCHASE FINANCIAL LLC WEALTH MANAGEMENT Timberchase Financial, LLC
97670403 09 Nov 2022 | on 19 Dec 2023
| Financial planning; Financial services, namely, wealth management serv... Class 036 Class 036 Insurance & Financial Services "FINANCIAL LLC WEALTH MANAGEMENT" | | | M&J FINANCIAL MANAGEMENT Teaira Melvin
90751875 03 Jun 2021 | on 14 Jun 2022
| Financial advice and consultancy services; Financial advisory and cons... Class 036 Class 036 Insurance & Financial Services "FINANCIAL MANAGEMENT" | |